Managing personal taxes is the final tax-planning step in maximising your net returns from investments and income.

We can help you with

• Maximising claims for personal allowances and use of exemptions
• The timing of realising capital gains and in particular maximising taper relief
• Using capital gains reliefs, such as gift relief, to defer tax on capital gains
• Maximising the allowances and lower tax bands of your family members
• Making any planned pension contributions tax efficiently
• Valuing your estate for inheritance tax purposes
• Planning for inheritance tax, using lifetime transfers and utilising trusts and maximising exemptions
• Charitable donations and tax
• Investments to tax efficient investment vehicles e.g. EIS schemes (see our website - Tax Data - Tax Efficient Investments)
• Dealing with income from overseas
• Dealing with the tax affairs of trusts and estates in administration


We look at clients’ personal aspirations for income, capital, lifestyle, retirement, family and succession, to ensure that their affairs are planned to minimise the effects of taxation.

• The tax consequences of buying a property overseas
• Advice for enterprise investment scheme (EIS) and venture capital trust (VCT) investors